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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,241 | $50,947+110.5% | $74,549+43.9% | $64,173+67.1% |
| Participation rate | 90.9% | 61.1%+29.8pp | 69.1%+21.8pp | 69.6%+21.3pp |
| Annual return | 9.93% | -1.85%+11.8pp | 32.53%-22.6pp | 7.63%+2.3pp |
| Employer contribution / active EE | $2,071 | $1,115+85.7% | $1,961+5.6% | $2,381-13.0% |
| Participant deferral / active EE | $4,768 | $2,302+107.2% | $3,108+53.4% | $3,470+37.4% |
| Admin fee / account holder | $1,029 | $4,221-75.6% | $5,059-79.7% | $4,887-78.9% |